Michelle Casper
Michelle Casper is a registered investment advisor at Wells Fargo Advisors, based in San Luis Obispo, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1319 Marsh St 100, [Satellite], San Luis Obispo, CA, 93401
Get directionsHistory
Regulatory History (1)
Criminal
November 1987Other Business Activities
Michelle is a notary public in California since 2016 and spends minimal time on this. Michelle also owns rental property in Templeton, CA since 2021, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Sutro & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.